Add end-user as CC via Trigger or Automation
Not planned
Posted Oct 22, 2009
Desired functionality: a way to automatically add a CC to tickets that match a certain condition.
Example: Trigger if Organization is "Acme Co" and Priority is more than Normal, then "Add CC" - specifying an end-user email address. This would allow the organization's primary contact stay in the loop about what their employees have requested.
Workaround: use a notify target "email" type to send emails to the person who needs to be CC'd.
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518
518 comments
john.witt
I'll admit I have not read all the replies, but I came up with a kludge that works and adds CC emails if you have access (not sure what subscription level uses Notify Targets).
- Go to Admin; Settings; Extensions.
- Create a new HTTP target.
- URL: https://trendkitehelp.zendesk.com/api/v2/requests/{{ticket.id}}.json
- Method: PUT
- Content Type: JSON
- Enable basic authentication. I use my username/password (password is hidden) but I have not tried using an API token instead. I don't think admin is needed and though the user access was enough, but it failed without this.
- Click "Update Target" at bottom right and submit.
Now create a trigger with your required parameters and for actions choose "Notify Target" using the target you created above. For the JSON add the following:
{
"request": {
"email_ccs": [
{ "user_email": "first@example.com","action": "put"},
{ "user_email": "second@example.com","action": "put"}
]
}
}
You can add more CCs, but remember if you have just one to remove that comma.
I'd recommend you do step-testing first. For example, replace the {{ticket.id}} with a real ID and instead of update use "Test Target" and paste your JSON. Look at the result and make sure the email CC is updated and then check the ticket CC to ensure the API PUT is working. If that works works, "Update Target" and create a Trigger that updates that Ticket, this time with a different email address to ensure the Trigger is running the API PUT. If that works, update the target back to {{ticket.id}} and update your Trigger back to the correct parameters and emails addresses.
John
4
Brian McGinley
David, Thank you! Purchased it.
-1
David Andrews
Brian,
Avi created that feature. It is a $5 one-time fee. You can get the app here https://www.zendesk.com/apps/support/carbon-copier/
If you would also like to generate read receipts when your customers open their email, you can get this app: https://www.zendesk.com/apps/support/my-read-receipts/
2
Brian McGinley
I know there seems to be movement on this feature as recently as last year, but it is so disheartening that this feature request is over 9 years old and still hasn't come to light. My only fear is when you finally do get the option in place it will be at the low low price of $25 per user per month for the rest of our lives...
That all being said, We really could use this feature for all the reasons stated above. I have Organization leaders who want to know all of the tickets their team is submitting and if they could be triggered as a CC, it makes this more fool proof than having to circle back every time.
4
Avi Warner
@alon unfortunately not that I can figure out :/
The app works by adding CCs via target as the ticket is created, but by the time your 'Notify Requester of Received Request' trigger, or the internal triggers that notify CCs fire, the CC isn't yet in place.
-1
Kristen Mirenda
Hi @Kate, there is no further update at this time. While we're are making progress on some foundational functionality, this feature per se is not currently on the roadmap, and I do not have an estimate of if and when it will be.
-2
Kate Lim
Hi @Kristen,
Would there be any updates regarding this feature?
- Kate
0
Alon Hodir
@Avi Is there an option to send an email to the Cc as soon as the ticket is created?
Currently, the Cc is email only when there is a respond to the ticket.
0
e-Services
@Jeremmy
I managed to overcome this issue by using forwarding rules.
I have an operational agent which I use for general actions such as that.
I schedule the report/dashboard to be set to him and add forwarding rules in this user inbox to forward this report to any end-user.
This also works of forwarding to mailing groups, so if a few people need the same report/dashboard, you can set your forwarding rule to a mailing group.
Hope that helps
Yoram
-1
Jeremy Heath
Ok no problem
Ill keep looking. thx
0
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